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Building 2SPIVAK ASSET MANAGEMENT, LLC

Map pinAVON, CT
Phone860-676-9756
NotebookSEC #801-81096
Total AUM
$439.1M
Employees
1
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
172 WEST MAIN STREET
AVON
CT 06001
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
860-676-9756

ReceiptFinancials

Total AUM
$439.1M
Accounts
63
Discretionary
$439.1M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$7.7M
HNW Individual Clients
52
AUM
$431.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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